
Strategic Banking Associate
1 day ago
The role involves managing full-service banking relationships, providing exceptional customer experience to high net-worth clients, and expanding existing relationships through profiling and financial needs assessment.
This includes acquiring new relationships through direct prospecting and developing a network of internal and external referral sources. It also requires staying abreast of the customer's changing needs and devising customized financial strategies to meet their requirements.
Responsibilities:- Manage a portfolio of high net-worth clients
- Acquire new relationships through direct prospecting and referrals
- Cultivate, expand, and strengthen existing relationships
- Devise customized financial strategies and solutions
Requirements:
- 3-4 years working experience in Relationship Management in a banking/financial institution
- Experience in Sales and Marketing
- Basic knowledge on investments and financial concepts
- Mid-Senior level
- Full-time
- Accounting/Auditing and Finance
- Banking
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